IEQ CAPITAL, LLC

Position in BTI — British American Tobacco p.l.c.

CIK 1779789 Foster City, CA

Position in BTI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,665,022

-$52,558 QoQ

Shares Held

59,343

-6.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#197

of 904 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $43,977,386 across 5 Tobacco names. BTI ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	163,197	$29,523,968
2	MO	Altria Group, Inc.	137,401	$9,886,001
3	BTI	British American Tobacco p.l.c. This page	59,343	$3,665,022
4	RYM	RYTHM, Inc.	34,897	$889,175
5	ISPR	Ispire Technology Inc.	11,804	$13,220

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,665,022	59,343	-6.7%	Shares	Sole	2026-08-11
2026-03-31	$3,717,580	63,581	+8.8%	Shares	Sole	2026-05-15
2025-12-31	$3,307,739	58,420	+4.1%	Shares	Sole	2026-02-13
2025-09-30	$2,979,910	56,140	+60.6%	Shares	Sole	2025-11-14
2025-06-30	$1,654,750	34,962	+131.5%	Shares	Other	2025-08-14
2025-03-31	$624,687	15,100	+12.5%	Shares	Other	2025-05-14
2024-12-31	$487,305	13,417	+19.0%	Shares	Other	2025-02-03
2024-09-30	$412,476	11,276	+31.9%	Shares	Other	2024-11-14
2024-06-30	$264,420	8,549	—	Shares	Other	2024-08-12
No filing history on record for this holder in this stock.